How to set up online banking

Ed's Avatar

Ed

20 Jun, 2020 01:11 PM

Does InfiniteKind have a tutorial on how to set up bank accounts using Moneydance, including how to import transactions and translate field contents?

  1. 1 Posted by -Kevin N. on 20 Jun, 2020 01:50 PM

    -Kevin N.'s Avatar

    Hi Ed,

    From what I can glean from your post, it sounds like you may be interested in learning how to import a CSV file into Moneydance.

    Be aware that CSV files can only be imported into Bank and Credit Card accounts. CSV files can not be imported into Investment accounts.

    Look to the knowledge base here for general information on using Moneydance:
    https://infinitekind.tenderapp.com/kb

    Information on importing CSV files can be gotten here:
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/i...

    -Kevin N. (not a member of MD support)

  2. System closed this discussion on 19 Sep, 2020 02:00 PM.

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